CoinTracker

Founding Planner

Senior User Researcher

Seasonal Customer Support Contractor (United States & Canada)

Growth Marketing Lead (United States & Canada)

Security Engineer

Senior Product Engineer

Product Engineer

Frame is building an AI-powered financial office to provide top-tier financial planning to high-net-worth Americans. We are seeking a Founding Planner to act as a Product Architect for our AI agents. This role involves designing decision trees for complex tax, equity, and estate strategies, and scaling expertise from hundreds to millions of households. You will work closely with engineers to code financial logic, train AI, and define industry standards for fiduciary advice.

<p class="my-4 text-gray-700 leading-relaxed">Today, elite financial planning is unscalable because it lives inside the heads of experts like you. It is manual, expensive, and limited by the number of client meetings you can hold per week.</p><p class="my-4 text-gray-700 leading-relaxed">At <a href="https://framemoney.com/" target="_blank" rel="noopener noreferrer" class="text-blue-600 hover:text-blue-800 hover:underline transition-colors duration-200">Frame</a>, we are fixing that by turning financial logic into code.</p><p class="my-4 text-gray-700 leading-relaxed">We are building an AI-powered financial office that delivers top-1% planning to the millions of Americans in the 90th–99th percentile of wealth. We are not looking for a standard CFP to manage a book of business. We are seeking a Founding Planner to serve as the Product Architect for our AI agents.</p><p class="my-4 text-gray-700 leading-relaxed">You will sit with our engineers to design the decision trees for complex tax, equity, and estate strategies, scaling your expertise from 100 households to 1M+.</p><h2 class="text-2xl md:text-3xl font-bold mt-10 mb-4 border-b pb-2 text-gray-800">Some things we're proud of</h2><ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">🗺️ Founders: <a href="https://www.linkedin.com/in/jonlerner/" target="<em>blank" rel="noopener noreferrer" class="text-blue-600 hover:text-blue-800 hover:underline transition-colors duration-200">Jon</a> previously built TextNow (200M downloads), <a href="https://www.linkedin.com/in/clodha/" target="</em>blank" rel="noopener noreferrer" class="text-blue-600 hover:text-blue-800 hover:underline transition-colors duration-200">Chandan</a> was previously a product manager at Google & Google[x]</li><li class="leading-relaxed">💼 $100M+ venture capital raised from Accel, General Catalyst, Y Combinator, Initialized Capital, Coinbase Ventures, Kraken Ventures, Intuit Ventures, 776 Ventures, <a href="https://twitter.com/balajis" target="<em>blank" rel="noopener noreferrer" class="text-blue-600 hover:text-blue-800 hover:underline transition-colors duration-200">Balaji Srinivasan</a>, <a href="https://twitter.com/chughesjohnson" target="</em>blank" rel="noopener noreferrer" class="text-blue-600 hover:text-blue-800 hover:underline transition-colors duration-200">Claire Hughes Johnson</a>, <a href="https://twitter.com/gokulr" target="<em>blank" rel="noopener noreferrer" class="text-blue-600 hover:text-blue-800 hover:underline transition-colors duration-200">Gokul Rajaram</a>, <a href="https://twitter.com/serenawilliams" target="</em>blank" rel="noopener noreferrer" class="text-blue-600 hover:text-blue-800 hover:underline transition-colors duration-200">Serena Williams</a>, <a href="https://twitter.com/zachperret" target="_blank" rel="noopener noreferrer" class="text-blue-600 hover:text-blue-800 hover:underline transition-colors duration-200">Zach Perret</a></li><li class="leading-relaxed">🌴 Awesome <a href="https://www.notion.so/cointracker/Benefits-b5db95c6d3224ab1ae3a384048cbaee3" target="_blank" rel="noopener noreferrer" class="text-blue-600 hover:text-blue-800 hover:underline transition-colors duration-200">benefits</a></li></ul><h2 class="text-2xl md:text-3xl font-bold mt-10 mb-4 border-b pb-2 text-gray-800">Your mission</h2><p class="my-4 text-gray-700 leading-relaxed">Give everyone access to financial planning for the 1%.</p><h2 class="text-2xl md:text-3xl font-bold mt-10 mb-4 border-b pb-2 text-gray-800">One-year outcomes</h2><p class="my-4 text-gray-700 leading-relaxed">1.  250 customers with NPS 70+</p><p class="my-4 text-gray-700 leading-relaxed">2.  AI agent independently handles 80% of user queries without human intervention</p><p class="my-4 text-gray-700 leading-relaxed">3.  AI agent delivers zero critical hallucinations (inaccurate planning advice)</p><h2 class="text-2xl md:text-3xl font-bold mt-10 mb-4 border-b pb-2 text-gray-800">What you will do</h2><ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">Architect the "Brain": break down complex decisions (e.g., <em>“Should I exercise my ISOs?”</em> or <em>“Can I afford this home?”</em>) into strict logic trees and "if/then" statements that our engineers can code</li><li class="leading-relaxed">Train the AI: you will review AI-generated advice, correct its logic, and write the "System Instructions" that prevent hallucinations on tax and compliance topics</li><li class="leading-relaxed">Solve edge cases: you will move beyond generic advice to handle the messy reality of our users—AMT crossover points, QSBS stacking, uneven cash flows, and multi-state tax issues</li><li class="leading-relaxed">Define the standard: you won't just follow industry rules; you will define the guardrails for how AI interacts with fiduciary advice, writing the playbook the rest of the industry will follow in five years</li></ul><h2 class="text-2xl md:text-3xl font-bold mt-10 mb-4 border-b pb-2 text-gray-800">Who you are</h2><p class="my-4 text-gray-700 leading-relaxed">You are a Technical Planner, not a Relationship Manager. You became a Lead Advisor because you knew the numbers better than anyone else in the room, not because you were good at playing golf with clients.</p><h2 class="text-2xl md:text-3xl font-bold mt-10 mb-4 border-b pb-2 text-gray-800">What we look for</h2><ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed"><strong>Role-agnostic</strong></li><li class="leading-relaxed">Impact: Demonstrated ability to drive business impact</li><li class="leading-relaxed">Mission alignment: Hungry and motivated about making progress towards our mission</li><li class="leading-relaxed">Trust: Say what you believe. Do what you say.</li><li class="leading-relaxed">Communication: Able to clearly talk about the details and also zoom out to the bigger picture</li><li class="leading-relaxed"><strong>Role-specific</strong></li><li class="leading-relaxed">Active CFP license</li><li class="leading-relaxed">5+ years of experience creating tailored financial plans</li><li class="leading-relaxed">Deep expertise in one or more planning domains (e.g., equity compensation, investment, retirement, estate planning)</li><li class="leading-relaxed">Logic-driven: can explain the math behind your recommendations</li><li class="leading-relaxed">Tech-Forward: you view AI as a superpower. You are likely the person in your current firm who builds complex "Shadow Spreadsheets" because eMoney is too simplistic</li><li class="leading-relaxed">Low ego</li><li class="leading-relaxed">High agency</li><li class="leading-relaxed">Anti-corporate</li></ul><h2 class="text-2xl md:text-3xl font-bold mt-10 mb-4 border-b pb-2 text-gray-800">This role is NOT for you if</h2><ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">You want to manage a traditional client book</li><li class="leading-relaxed">You prefer stability and comfort over ambiguity and fast iteration</li><li class="leading-relaxed">You prefer tools that already exist over building new ones</li><li class="leading-relaxed">You believe human financial planners will be a critical component of financial planning in 10 years</li></ul><h2 class="text-2xl md:text-3xl font-bold mt-10 mb-4 border-b pb-2 text-gray-800">Why join Frame now?</h2><ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">Impact: Help 250+ customers achieve financial clarity in your first year</li><li class="leading-relaxed">Autonomy: define the Source of Truth for a new category of software that will shape the trajectory of the planning industry</li><li class="leading-relaxed">Upside: equity in a venture-backed moonshot at the ground floor</li></ul><p class="my-4 text-gray-700 leading-relaxed">The annual salary for this role is between $138,000 - $190,000. The actual compensation offered will be based on a variety of job-related factors, including relevant skills, education, and experience. This position also includes equity in CoinTracker and benefits like medical, dental, vision, 401(k), life insurance, and PTO.</p>

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Wildlife is seeking a talented and passionate Payroll Coordinator to join its Payroll Team in São Paulo. This role involves contributing to a high-intensity growth environment, requiring meticulous organization and focus. The coordinator will work in a global setting, supporting teams in Brazil, Finland, and the United States, performing relevant work with an unexpected approach. The ideal candidate is curious, takes initiative, loves problem-solving, and thrives in a fast-growing business.

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<p class="my-4 text-gray-700 leading-relaxed">We're looking for a talented and passionate Payroll Coordinator to join Wildlife's Payroll Team in São Paulo.</p><p class="my-4 text-gray-700 leading-relaxed">You’ll be a contributor in a high-intensity growth environment. For this position, you'll need to be meticulous, focused, and well organized with your tasks. You'll have a phenomenal opportunity to work in a truly global environment, supporting teams from Brazil, Finland and the United States. Here you'll be doing relevant work, in an environment made up of ideas and people that dare act and think in an unexpected way.</p><p class="my-4 text-gray-700 leading-relaxed">We know that the work we do has a high impact on our company's success and culture. The right person for this position is curious by nature, and comfortable in a “take the initiative” environment, loves solving problems, consistently follows-through to completion, and can thrive in a fast and growing business.</p><h4 class="text-lg md:text-xl font-semibold mt-6 mb-2 text-gray-800">What you'll do</h4><ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">Ensure timely and accurate processing of global payroll, including onboarding, terminations, and benefits administration for all countries (Brazil, Finland and the United States);</li><li class="leading-relaxed">Ensure timely and accurate compliance with regulatory deadlines (payroll taxes and fillings);</li><li class="leading-relaxed">Improve and add efficiency to current global payroll processes;</li><li class="leading-relaxed">Implement required controls, metrics and quality measurement indicators;</li><li class="leading-relaxed">Work closely with stakeholders to ensure that all payroll inputs are delivered on time;</li><li class="leading-relaxed">Partner with other functional leads (including in Legal, Finance, Accounting and People teams) to support with questions, reports, conciliations and other needs;</li><li class="leading-relaxed">Manage the employee's life cycle (vacation, leaves, salary changes, among others) processes;</li><li class="leading-relaxed">Responsible to develop and implement systems and automations to support fast growth;</li><li class="leading-relaxed">Lead the Payroll team, aiming at team member's career development within Wildlife.</li></ul><h4 class="text-lg md:text-xl font-semibold mt-6 mb-2 text-gray-800">What you'll need</h4><ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">5+ years of experience with payroll processes and labor legislation;</li><li class="leading-relaxed">Solid understanding of accounting fundamentals and payroll best practices;</li><li class="leading-relaxed">Experience in payroll implementation and system integrations;</li><li class="leading-relaxed">Experience in project managing of payroll and benefits implementation;</li><li class="leading-relaxed">University degree or equivalent work experience;</li><li class="leading-relaxed">Advanced English;</li><li class="leading-relaxed">Proficiency with Excel.</li></ul><h4 class="text-lg md:text-xl font-semibold mt-6 mb-2 text-gray-800">More about you</h4><ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">You are curious & willing to learn.</li><li class="leading-relaxed">Self-driven. You have a go-getter demeanor, outstanding interpersonal skills, integrity, and great follow-through on tasks. You don't get easily overwhelmed.</li><li class="leading-relaxed">You are a self-aware, clear communicator with empathy towards the people you work with.</li><li class="leading-relaxed">Passionate about employee experience.</li><li class="leading-relaxed">You're flexible, ambitious, and excited to help build something awesome.</li><li class="leading-relaxed">Motivated. You understand the impact of a highly satisfied, excited team; you are passionate about working on and solving problems.</li><li class="leading-relaxed">You are a phenomenal teammate. You're willing to help out wherever needed.</li><li class="leading-relaxed">You are data-driven and careful with numbers.</li></ul><h4 class="text-lg md:text-xl font-semibold mt-6 mb-2 text-gray-800">About Wildlife</h4><p class="my-4 text-gray-700 leading-relaxed">Wildlife is one of the leading mobile game developers and publishers in the world. We have released more than 60 titles, reaching billions of people around the globe. Today, we have offices in Brazil, Finland and the United States. Here, we create games that will excite, intrigue, and engage our players for years to come!</p><p class="my-4 text-gray-700 leading-relaxed"><strong>Equal Opportunity</strong></p><p class="my-4 text-gray-700 leading-relaxed">Wildlife is proud to be an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon race, color, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories consistent with applicable federal, state, and local law.</p><p class="my-4 text-gray-700 leading-relaxed">We're committed to providing reasonable accommodations for candidates with disabilities in our recruiting process.</p>

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